Overview
Credit & Loan Application Intake is a workflow that processes loan applications by extracting key data from income statements, tax returns, and employment proof across varied formats; computing debt-to-income (DTI); and recommending credit decisions for review.
It supports a first-pass underwriting review — data extraction, validation, DTI calculation, and eligibility/approval recommendations — in one streamlined workflow.
What you get: a structured table of extracted applicant and loan fields you can review, edit, and export.
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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.
This page focuses on what’s specific to Credit & Loan Application Intake.
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When to use Credit & Loan Application Intake
Use this workflow when you need a consistent first-pass review of loan applications, including:
- Extracting applicant identity and employment details from mixed document formats
- Consolidating income evidence across payslips, bank statements, and tax returns
- Computing debt-to-income (DTI) from declared obligations and verified income
- Producing a clear eligibility assessment and approval recommendation for underwriting review
Step-by-step usage
- Navigate to Workflows > Template gallery and select Credit & Loan Application Intake.
- Upload the supporting documents (PDF recommended; other formats supported depending on your setup).
- Include all relevant documents (e.g., income statements/payslips, tax returns, employment letters, bank statements, IDs).
- Click Run to begin extraction and scoring.
- Review extracted fields and edit anything that is incorrect (especially income and debt figures).
- Export results (CSV or Excel) for downstream processing and reporting.
Inputs